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NAPAnet THE OFFICIAL MAGAZINE OF THE NATIONAL ASSOCIATION OF PLAN ADVISORS

the magazine Powered by ASPPA

Media Kit

profile of napa net Readers and members NAPA Members With most of the major DC broker dealers and RIAs as members of NAPA, our membership accounts for an estimated 50% of all new DC plan assets sold in 2012. NAPA’s broker dealers are allowed to nominate all of their significant plan advisors as part of their membership package which provides NAPA access to the advisors that focus on this industry and drive most of the new business in the DC market.

readership info

other

other $10–$50 million

11%

20% 13%

10–25

15%

+100

29% 21%

56% of the major DC broker dealers and RIA as members 35%of NAPA, our With most membership accounts for$50–$100 an estimated 50% of all new DC plan assets sold in million 2012. NAPA’s broker dealers are allowed to nominate all of their significant plan advisors as part+ of their membership package which provides NAPA access to $100 million 26-100 the advisors that focus on this industry and drive most of the new business in the DC market. plan aum plans under management

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NAPAnet the Magazine Media Kit

How Napa helps advisors Advocacy NAPA was born out of necessity. Debates over a uniform fiduciary standard and the definition of investment advice under ERISA prove that policymakers in Washington have little understanding of what plan advisors do. Add in major issues like tax reform, the federal budget deficit, the economy’s uncertainty and debates about the future of 401(k) plans and it’s critical that advisors have a strong voice in Washington. That’s where NAPA comes in. We’ve developed powerful grass roots and grass tops campaigns that enable advisors to be heard clearly on Capitol Hill. Plus, NAPA has ASPPA’s political clout and expertise behind it every step of the way. Events Newly branded NAPA 401(k) Summit (March 23-25,2014 New Orleans) – premier industry convention with over 1500 people and 500 advisors expected; NAPA Fly-in Forum with over 100 elite plan advisor Delegates convening in DC to meet with and lobby legislative and regulatory leaders; quarterly webcasts free to NAPA members. Education NAPA provides professional education to plan advisors via the QPFC designation program and has launched the “401(k) Practice Builder” to help broker dealers train and certify advisors interested or dabbling in the DC market. NAPA Net Daily The #1 Daily e-newsletter in the advisor space, sent to almost 40,000 of the retirement industry’s elite professionals each week, the Daily contains the latest analysis and commentary from the NAPA Net portal, the latest insider news about the industry, and breaking news about the latest developments affecting the plan advisor community. NAPA Partner Corner Profiles of NAPA’s provider partners containing profiles value added resources, white papers, territory maps, and news about significant new products and services. Magazine NAPA Net - The Magazine will include in-depth articles and columns focused on the practicing plan advisor published by their own association as well an industry resource directory. Launching in October 2013, it will feature a mix of articles and regular columns by noted experts and advisors to help practitioners keep informed. The Trusted Source For Advisors NAPA has become THE trusted source for advisors, demonstrated through the consistent growth of its membership in the last year and a half.

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editorial line-up NAPA Net - The Magazine Inaugural Issue (October 2013) COVER ARTICLE

FEATURES

Columns

Title

Description

Author

DC Top Power Hitters

Profiles of Washington's top decision makers affecting retirement

Fred Barstein

Title

Description

Author

Whose Revenue is it anyway? Selling the Financial Value of Retirement Benefits Transitioning Broker Dealers

Is participant fee equalization coming? Selling the CFO on the value of retirement plans

Fred Barstein

What to think about when changing broker dealers

Elayne Demby

Title

Description

Author

Inside the Beltway

Reg/leg update and forecast Focus on advisors

Brian Graff

Focus on providers Legal developments What's new in DC investing What's on the mind of plan sponsors? Focus on participants

Fred Barstein David Levine Jerry Bramlett

Inside the Plan Steward's Mind Inside the Marketplace Inside the Law Inside Investments Inside the Plan Sponsor's Mind Inside the Participant's Mind Inside the Numbers Department

Title

From the Editor President's Message Partner Corner Directory Industry Spotlight

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NAPAnet the Magazine Media Kit

Bruce Shutan

Don Trone

Steff Chalk Warren Cormier

Focus on industry research Nevin Adams Description

Author

Fred Barstein Marcy Supovitz

editorial Contributors

Founder and Executive Director,

Brian Graff,

The Retirement Advisor University (TRAU), Founder and Executive Director, The Plan Sponsor University (TPSU) and Editor-in-Chief of NAPA Net

Executive Director/CEO, ASPPA & NAPA

Nevin Adams, Director of Education and External Relations, EBRI, and Co-Director of EBRI’s Center for Research on Retirement Income

Jerry Bramlett, Strategic Consultant, NextStep Defined Contribution, Inc., President and Founder of the 401(k) Company

Warren Cormier,

David Levine,

President and CEO, Boston Research Group

Principal, Groom Law Group

John Ortman, Managing Editor, NAPA Net & NAPA Net–The Magazine

Steff Chalk, Co-founder & CEO, Fiduciary Consulting and Governance Group, Inc., Founder of CHALK Advisory Board, Inc., and COO of The Retirement Advisor University (TRAU)

Don Trone, Founder, Fiduciary360, LP

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about napa & our partners NAPA Mission to further the interests of retirement plan advisors and those who support them — is supported by nearly 100 institutional Firm Partners. Their support has helped make NAPA the fastest growing organization in the history of the retirement plan industry. Some of our Firm Partners Include:

...and dozens of other broker-dealers, RIAs, record keeping and DCIO firms.

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advertising specifications Full Page Ads Only Trim Size: 10” W x 12” H Full Page with Bleed: 10.25” W x 12.25” H Full Page no Bleed: 9” W x 11”H Preferred file format: PDF/X-1a; marks must be at least 0.125” from trim; safety area must be at least 0.375 from trim edge; all color images must be CMYK Images: 300dpi Line art: 1200dpi For advertisement delivery instructions contact Jennifer McKibben: [email protected] or 703.516.9300 x116

Production Calendar Premiere Issue

Winter 2013

Spring 2014

Ad Space Reservations

September 6

October 10

January 10

Ad materials

September 10

October 31

January 31

mail date

October 10

December 4

March 1

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napa net daily • The NAPA Net Daily has quickly become the most-read daily newsletter for experienced plan advisors for market, practice management and regulatory information • Almost 20,000 unique visitors/month • 30,000 newsletter opens per week • 500,000+ ad impressions • NAPA Net Daily has deeply affected the market and has been embraced by busy plan advisors and industry professionals

W

ith all of the noise we receive over email from every vendor under the sun, it’s comforting to know that I will be well informed and up to date with all the latest retirement industry news by receiving the Napa Net Daily email newsletter. I love it.



— Michael Coelho, Managing Director, SageView Advisory Group

20,000 /

500,000+

unique visitors month

ad impressions

30,000 newsletter opens/wk.

other media Opportunities •

NAPA Net — The leading industry website where 20,000 unique visitors come every month to stay current, interact with colleagues and find valuable industry resources – over 500,000 monthly ad impressions



NAPA Net Daily — opened by 30,000 people every week, the Daily has become the one e-newsletter that plan advisors open and read



Webcasts — Monthly co-sponsored webcast hosted by NAPA executives with leading providers and advisors covering timely and cutting edge topics



Partner Corner —- Profiles of NAPA’s provider partners containing profiles, value added resources, white papers, territory maps, and news about significant new products and services



Videos — Interviews with leading providers, advisors and broker dealers discussing important topics and updates about them and their firms (5-10 minutes)

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2013 terms and conditions — Print and Digital Advertising*

* These terms and conditions apply only to those advertising in ASPPA, NTSAA, NAPA, and/or ACOPA print or digital magazines, e-newsletters and/or websites.

A. Payment: Invoices are sent upon receipt of advertisers’ order. Payment is required before Advertisers’ ad is published and due upon receipt of the invoice. Advertisers can pay by either credit card or check. By submitting your credit card information, you agree that your credit card will be automatically charged on the date that ad materials are due for each contracted ad. ASPPA may elect not to run scheduled ads for advertisers whose accounts are more than 60 days overdue, regardless of contract term. Subsequent ads will be published once the account is brought current. Invoices rendered will be accepted as correct unless ASPPA is notified in writing within 10 day of billing date. B. Limitation of Liability: Advertiser agrees to not hold ASPPA responsible for any liability, loss, cost, claim, damage, or cause of action of any kind that it may suffer as a result of the transactions contracted herein, including but not limited to loss resulting from service delays and incomplete or interrupted service, regardless of cause or fault. If any proven or admitted errors or omissions have occurred, ASPPA will publish a one-time paid advertisement of the same specification in a future issue at no charge for the space. C. Indemnification: Advertiser hereby agrees to indemnify and hold harmless ASPPA, as well as its subsidiaries, affiliates, directors, officers, agents, and employees, from and against all claims, liabilities, and expenses, including reasonable attorney’s fees, which may result from Advertiser’s acts, omissions, or breach of this Agreement. D. Warranty: Advertiser warrants and represents that the ad materials provided by Advertiser do not violate any proprietary rights of others (including, without limitation, any copyrights or patents) and that such materials depict the Advertiser’s own original creation, or that the Advertiser has permission from the rightful owner to depict such products. E. Cancellation: All cancellations must be received in writing prior to the space reservations deadline. All premium positions and sponsorships are non-cancelable. F. Advertising Materials: Advertiser is responsible for providing all information and digital artwork to meet the ad’s specifications and requirements. ASPPA reserves the right to determine the suitability of all ads submitted for publication, and reject advertising that does not meet the editorial criteria and/or specifications and requirements, and require suitable replacement materials by publication deadline.

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rates 1-Time Rate: $10,000 4 Consecutive Issues: $28,000 6 Consecutive Issues: $36,000 Clients that commit to a minimum of six consecutive issues beginning in the October 2013 issue will be guaranteed to run in the first 50% of the magazine on a right hand page.

Circulation: 10,000

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NAPAnet THE OFFICIAL MAGAZINE OF THE NATIONAL ASSOCIATION OF PLAN ADVISORS

the magazine Powered by ASPPA

CONTACT: Erik Vander Kolk Publisher, NAPA Net, NAPA Net- The Magazine [email protected] (203) 550- 0385 www.napa-advisors.org